liz: liz: great to have john burke. it has been a volatile final hour. treasury yields three week highs during the session. [closing bell rings] that will do it for "the claman countdown." "after the bell" will pick up all the headlines and more. connell: a lot going on. final hours of trading following that report the u.s. is considering easing up on china tariffs. the dow certainly finishes i here. up 163 points. third straight day of gains. s&p 500 and nasdaq both ending in the green as well. that is a three-day winning streak across the board for the markets but that was then this is now. a lot to do. welcome to the show. i'm connell mcshane. melissa: i'm melissa francis this is "after the bell." we're seconds away from netflix earnings, results that could move markets tomorrow but here's what is new right now. grounded, president trump firing back at nancy pelosi canceling thing how spiker's overseas trip

just moments before takeoff. latest on white house stunning response. speaker pelosi's call for the president to delay the state of the union address until the government reopens. president trump putting nation's enemies on notice at the pentagon earlier today. announcing a first sweeping review of missile defense systems in nearly a decade. will the advance system help defend america against threats from north korea and iran? plan b for brex it. we're live in london with theresa may's new strategy. connell: back with the markets, with the dow hitting session highs, with a report the u.s. will ease back on chinese tariffs. let's get straight to edward lawrence in d.c., with details on that. edward. reporter: a new report, the treasury secretary starting to debate about removing tariffs as incentive for china to make deeper concessions. the dow jones says the idea was proposed by treasury secretary steve mnuchin at a series of meetings. officially the treasury

department pushing back. a spokesperson working working e trade team neither secretary mnuchin or ambassador lighthizer made any recommendations to anyone with respect to tariffs or any other parts of the negotiation with china. this is an ongoing process with the chinese and is nowhere near completion. the white house released a a statement that no new information has been released. we're seeing harder tone out of china. a spokesperson for the chinese foreign ministry says u.s. for quite some time u.s. launches all -- connell: edward. got to jump on you. netflix. another big breaking story. the numbers,. deirdre bolton in the newsroom has them from netflix they are just out. the report we've all been bait waiting for. the stock is down. what is going on? we have deirdre in the newsroom. the stock, there she is.

deirdre -- >> there is revenue miss. why you're seeing red on the screens for this after-hours session. so instead of posting $4.21 billion which was as expected, we are seeing the company posting 4.19 billion. so you have a clear miss as far as that fourth quarter revenue number. more important is always about the outlook. the outlook is light. so the for the first quarter, which is the current quarter we're living in, instead of being able to forecast 4.61 which is what wall street was looking for, netflix saying, looking a little bit light. estimates are around 4.49 billion. this backs up also what we have been concerned about with the cash burn. you will both recall that the negative free cash flow for netflix is around $3 billion. looking for an update on that. that is up from 2 billion from 2017. so just this concern about how long netflix can keep this going. they have the first mover advantage. that is clear.

more competition has time goes on. they have competition from amazon. disney streaming. apple -- melissa: deirdre, can you say the guidance one more time? >> sure as far as the outlook revenue outlook for the first quarter, wall street was looking for 4.61 billion. so it looks as if netflix will say they will come in around 4.49 billion. so clearly under consensus. but the point is, right, that it does take a lot of money to make these blockbusters. we know they had "bird box." "black mirror." takes a lot of money to do this. connell: jump in on subscriber growth figures. >> when we have it. connell: jack hough from "barron's" is with us. adam lashinsky from "fortune," fox news contributor is with us. we're also joined by dominic patton, deadlines senior editor, russell holly, mobile nations senior editor. of course melissa will jump back

in. melissa: i keep an eye for those subscribers. connell: adam, let me go to you first on this. we were having an off-camara debate before we came on, i said, melissa, netflix raised prices the other day, i bet that means they will have a blow out number. they will feel great about themselves. melissa says, no no. might be the opposite. hate to say it, she might be right again. what do you say, adam. >> women are always right. melissa: obviously. connell: never learn my lesson. >> that was proven again this time. now we know why they raised prices. a little curious to do it before earnings. because they need extra revenue. all the things deirdre was talking about doing with increased competition, the cash burn, those are other problems. the big problem is that the business is slowing, not slowing but slowing compared to what was expected. melissa: let me give you a couple, says they are seeing net membership additions of

1.6 million versus the forecast of 1.8 million for the quarter. operating margin target for 2019 remains at 13%. q1 global streaming paid net additions. connell: okay. melissa: of 8.9 million. connell: that is light, right? melissa: that is light as well. q4 global streaming 8.84 for q4 global streaming. 8.84 is quite light. connell: we thought that would be 9.2. what do you think, jack hough? >> ned additions only thing that matters. people don't care about the revenue. on core service they went up to 13 bucks a month. people done surveys, they will pay couple more than that, $15 change. not until you get higher you would think running into headwinds on subscriber growth.

you have to have blowout subscriber growth ahead of additional revenue ahead of the price hikes down the road. connell: the stock is not getting killed. melissa: just to clarify, the ned additions seeing going forward for the next quarter. that number was supposed to be 9.4 million. connell: that was also light. all those numbers are a little bit below expectations. it is interesting, dominic, you can weigh on this, jack getting to a certain point as well, we all had the discussion about a lot of people love their netflix subscription. they're willing to pay for it. do they get to a point where the price is at a level they say, i'm not so sure? and i always wondered well, i love netflix so much, if they raise their price as couple bucks i cut the cord on cable. a balance in new world that we're living in, trying to get it all right. what is your read, dominic, first glance? >> this week, numbers are a

little bit, they lack traction street was talking about. netflix is debuting season 5 of grace and frankie a big hit. season two of marvel's "the punisher", with killer mike. two things to look at, we look at numbers, you guys know numbers way better than i do, two things i know a little bit about, one, netflix business is about churn. get free trials. loose them. bring them back. they bring in new content every week. they have been doing this since 2013. they were looking what is happening as you mention earlier. competition has increased. that increased competition they're putting out films, "roma" might be an as car. from hulu, nbc, disney plus, looking at market some of their numbers are going strong but the numbers is strong as game-changer out front. i think where netflix wins the race in the long haul. melissa: stand by, everybody.

bring deirdre back in right now. >> a quick data point. you've been going through subscriber, new streaming scribers, but i do want to say, connell pointed out the stock moving lower but not getting killed. earnings came in slightly better than expected. so instead of 24 cents a share which was consensus, the company did post 30 cents per share. of course with all the concerns, revenue included, outlook included, that is why we're seeing the red arrow on the screen. wants to bring in the eps. connell: that is important. as you know, deirdre, with this company more than most, jack already made the point, bottom line figure, they earned more money than was expected last quarter. that is probably the lease important number we're talking about. looking at revenue and looking at subscriber ads, subscriber additions being a little bit light. russell hasn't had a chance to get in on this. let me give you that chance now, russell what stands out or what

we should be talking about that we haven't talked about yet? >> yes i think really important part of netflix as overall strategy is not constant roll of attention, feedback loop of getting people to cancel, and come back, netflix is targeting all of these smaller streaming sites. connell: in particular with the announcement of -- coming to the service later on in the year. this is long-term strategy for netflix worked really well, targeting smaller groups to keep them in, keep the feedback loop amongst much greater circulation of users. i think that is a long-term strategy that doesn't have competition and will keep doing interesting things over this year. connell: that is an interesting point. jack, you're seeing something else. what other point did you want to make? >> the netflix for decision for investors has nothing to do whether the service is a good deal here. the service is fantastic deal here because the company is burning $3 billion cash here. they're underpricing what they are giving you, they're giving

away the store. the question for investors can they keep the content expenses fixed and grow the subscriber base phenomenally? if they can't, they have to bring down the content spending and still keep people thinking the service is a good deal. it remains to be seen. all the signs are promising but they have to have the subscriber growth. connell: brings up wider discussions about content maybe, i'm sure russell wants to get in this, dominic go to you first on it, because you mentioned in your last comment all the competition. we could run through them all again but many of those competitors are content creators themselves. we're seeing for example, nbc rolling out a service next year and they want to closely guard that content as much as they can to keep it exclusive to them or less likely, right to license some of those, some of this content to netflix at the levels they have been doing. i wonder how that affects future? >> yeah but this is the thing i would say, netflix saw this,

brought in "house of cards" in 2013 with the original content they are seeing the drought. they are bringing out original content, big screen, which gets awards know ryety and small screen with grace and frankie. as one of our fellow guests said people will wonder about the content costs but they are building up library. a library they won't have to license from others. a library own the rights in ip for and that helps as global expansion continues further and further which is massive international footprint, we might add. melissa: that is true. they used to have old retread stuff and now cutting-edge of stuff to watch. deirdre has more updates. go ahead. >> thompson when we first looked total international subscribers 110 million. i'm seeing a correction coming through at 139.26 million international users. just to make a distinction there. you know, still it is a cloudy

picture but that particular metric is actually stronger than we previously thought for the international number. i just wanted to let you know. connell: no, it is important because that is what we're trying to sort through what happens obviously with the stock, which as you see at the bottom of your screen is down still by 3 1/2%. and you know, to that point, adam, jump in on this a little bit, just from the point of view of the stock, how it trades, it is almost seen as a proxy for, you know, for the risk-on trade we've seen on wall street post-christmas eve, right? the stock bottomed out that day. and they said to themselves boy this market is a mess. the market comes back, boy, what do you know, netflix helps to lead us back. that is how people look at netflix better or for worse. saying how much risk is the market taking. let me look at netflix. we have risk off a little bit. >> a good way to look at it.

i think the key color in their earnings call, will be thousand they talk about growth. we know what they're doing is excellent. we also know what they're doing is risky. they're making massive invests for a future payout. the street has been very satisfied with that massive payout in years to come. if there is any reason whether it is because of the competition, or because of a failure to grow as quickly as they want it to grow outside of the united states, that their business would be growing less quickly, that could be really bad. connell: right. netflix down about 4%. jack, adam, dominic, russell. thank you for all of this. back to you number of times throughout the hour. melissa: president trump abruptly canceling nancy pelosi's trip overseas because of government shut down. are we reach as point of no return for the funding food fight next? connell: military new missile defense strategy to counter worldwide threats, he said

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connell: no trip for you. president trump taking away nancy pelosi access to military aircraft. she was boarding one this afternoon for a previously committed trip overseas. so that is where we are. blake burman, all over all of this, white house, say blake? >> that is where we are, connell. pretty good way to say it. vending of events last half hour

overseas. the bus was literally lined up outside of capitol hill with members of congress sitting on it, waiting to go to the airport, awaiting military aircraft to take them overseas. suddenly all of sudden comes this letter from president trump, said, quote. due to the shutdown i am sorry to inform you, this letter to nancy pelosi, that your trip to brussels, egypt and afghanistan has been postponed. we will reschedule this seven-day ex-curing when the shutdown is over. in light of 800,000 great american workers not receiving pay i'm sure you would agree postponing this public relations event is totally appropriate. this tit-for-tat at highest of political levels comes a day after the house speaker told president trump, at least suggested to him his televised state of the union address at the end of the month should not happen. a spokesperson for pelosi followed up this afternoon with the following saying that the brussels stop including rest for pilots, nato meetings. there wasn't an egypt stop. quote, purpose of trip was to

express appreciation and thanks for men and women in uniform for service and dedication, to obtain critical national security and intelligence briefings from those on the front lines. the president traveled to iraq during the trump shut down as did a republican codel, a congressional delegation led by representative zeldin. white house says all congressional travel, these code dells on military aircraft will not occur during the government shut down. the davos, delegation to davos is scheduled to continue on going forward. those high level representatives within the administration, argument goes are not a part of the government shutdown negotiations. here we are, day 27, a canceled state of the union, a canceled trip overseas. where do we go from here, connell? no clue. connell: things are going well. i would say. blake burman at white house. melissa: house majority leader steny hoyer breaking from other top democrats.

take a listen. >> there run awful lot of people just believe a wall in and of itself will not work. the wall is not the best place to spend money. that is what i believe. people living in border states, especially with some barrier that has been constructed, would you remove the existing barriers because you say they don't work? >> no. no. >> they work some places? >> wait, obviously they work some places. melissa: here now to discuss is eliza collins, "usa today" political reporter. this is a mess. it seem as little bit like a false fight, you know both sides are kind of fighting over money towards immigration and border security of some type. but it is turned into this food fight. i, what do you think happens next? >> i really don't know what happens next. i mean every day you kind of wake up thinking you might know, it changes today. the president canceled the speaker of the house's trip abroad. so we really don't know, but i

think your point is exactly right. democrats voted for border security in the past and they're being unclear right now, right? they don't want a wall but open to some areas but don't want to give president money for that until the government reopens. the president will not reopen the government what he gets money for what he is calling a wall or steel barriers that could kind of be a fence. both sides are dug in. i'm not really sure who blinks first. melissa: because everybody is in the wrong here. the president is saying, he stopped saying wall for a little while because democrats said we don't want a wall. well it is really a fence. well call it a fence. he did that, then he slips back to wall. democrats on their part, when nancy pelosi came over to the white house, said if i open the government, can we sit back down and talk about border security funding? he didn't say wall at that moment people in the room say. then at at that point she said

no. sort of like both sides have kind of, are not doing maybe what is most logical or smartest which makes you think they have a different outcome in mind, which is a political fight, maybe. >> yes, i will say last week some capitol hill reporters sat down with vice president mike pence. i was part of the group. he did say if i reopen the government will i talk about the wall? that is a key word. melissa: it is. >> republicans came out saying border security. democrats came out saying wall. we were confused about what that meant. pence confirmed the president said a wall. melissa: there you go. >> you're right. the president has slipped back and forth on wall. wall is abs shoot no-go for democrats. that is what he promised his base. that is what the base expects. seems republicans are coming around idea of a steel slat fence type of situation but it is confusing. it is confusing on both sides. it is a lot of just semantics at

this point. melissa: is there a way to solve things that don't involve maybe the two top players fighting most right now, canceling each other's parties going forward. you're not having a birthday party. not having a state of the union party. not going on your trip. if we took the problem solver caucus, there is, obviously a deal to be done because there is plenty to get done like immigration reform? >> exactly there are senators on capitol hill who have been meeting pretty frequently a bipartisan group trying to come together exactly that, an idea for money for this wall, fence, situation but maybe a daca deal something, temporary protected status. kind of give-and-take. the problem with dealing with president trump, i had members of both side say this, he changes his mind. he will send someone out, again in the meeting with vice president mike pence he told as you daca deal, dealing with dreamers, people who came to the u.s. as children was off the table.

couple hours later the president said it was on the table. so i think it makes it really hard for lawmakers to negotiate, especially when the two key players, pelosi, trump are not in the room. melissa: he helped us understand better why they're still fighting. we appreciate that. connell: there is that. back to the breaking news we've been covering just for a moment. these netflix numbers, the stock is down after-hours, fourth quarter results, addition of 8.8 million paved subscribers during the quarter, short of the average expectations. make a quick point about the stock. said something to the effect earlier, wasn't getting hammered after hours, only being down 3%. perspective netflix usually moves more. day after earnings report, the last, i believe eight quarters, moves average of 6.4% next day. we say it is only down now by 3%. we'll see where he go from here. melissa: all right. travelers, pack your patience.

air traffic controllers are sounding alarm as the government shut down hits airports across the nation. the fallout coming up. plus if at first you don't succeed. british theresa may meeting with uk lawmakers to discuss a plan b, after the first failed brexit vote. we're live in london. that's next. ♪ td ameritrade lets you trade select securities 24 hours a day, five days a week. that's amazing. it's a pretty big deal. so i can trade all night long? ♪ ♪ all night long... is that lionel richie? let's reopen the market. mr. richie, would you ring the 24/5 bell? sure can, jim. ♪ trade 24/5, with td ameritrade. ♪

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and severe bone, joint, or muscle pain. are you ready? ask your doctor how prolia® can help strengthen your bones. melissa: breaking news. american express reporting fourth quarter results. go back to gerri willis with the numbers. >> that's right. disappointment on top line, revenue, revenue 7.4 billion, versus 6.4 billion. that was enough to drive the stock down 3% after-hours. look at earnings. big beat. estimate was 1.08. come in $2.32 a share. what is going on? it is perception. ubs named mastercard as the top pick replacing american express. i'm told here on floor of new

york stock exchange, mastercard is now the preferred name in the category, despite these results we're seeing right here. jpmorgan, citi, bank of america, this week either cutting rating on the stock or a target price. notable here card members spending for american express in these results growing at 8% and we're seeing pretty handy estimates of results for 2019. so, the problem here, from what i'm hearing on floor of new york city, perception, not so great for american express. shares lower this afternoon on these earnings. melissa: gerri, thank you. connell: well, maybe the second time it is a charm. feels to me like third or fourth or fifth time already. uk prime minister theresa may revising her brexit proposal, urging lawmakers to work, quote, constructively together. parliament getting set to vote what is her plan b and that vote will take place on the 29th of january. ashley webster remains in london

here on the 17th of january and joins us from there now with the latest. ashley? ashley: i think it is the 23rd time, if you want to keep track, you're absolutely right, connell. time is a big issue here, no doubt. theresa may has one day left, tomorrow, to cobble together some sort of a brexit plan b before she comes back to parliament on monday, and submits that proposal. i have to tell you, she is saying all the right things, let's cross party lines. let's compromise. i hadn't heard one thing to suggest any changes to original plan that got roundly defeated earlier in the week. now didn't get off to good start. opposition labour party leader jeremy corbyn sent the prime minister a letter, i will not talk to you, until you take a no deal option off the table. prime minister responding with a letter of her own saying that is completely impossible. that condition is not going to happen. she is not talking to the major opposition party. that is not a good sign but also downing street tonight put out a note saying if a second

referendum was chosen it, would take them over a year to get that in place. that was immediately responded to by those who want another peoples vote saying that is absolute rubbish. you can do it, have it in may. back and forth continues to go. meantime those countries in the eu already begun, triggered their eu no-deal brexit preparations. france started today. germany. they're all considering the fact it looks like the uk will not get a deal done by march 29th. that brings us to the last point, guys, more and more, an extension to the march 29th deadline is looking more and more real. quite frankly i don't think that theresa may can get any concessions to get it approved in parliament. bottom line, i will be standing outside of this building for quite a while to come. connell: at least you have your scarf with you. what a mess. he could be in worse cities. thank you, ashley.

melissa: demanding arbitration, former cbs boss les moonves is taking on the company for withholding his 120 million-dollar severance package following allegations of sexual misconduct according to sec filing. the board of directors denied moonves severance in december after concluding he violated company policies and failed to fully cooperate with the investigation. that drama continues. connell: that is not over either. new beginning for a run-down mall. what google's next move could mean for its expanding empire. plus anywhere, anytime, any place, president trump announcing a new defense missile is plan to prepare the u.s. for evolving threats. is it enough to keep our nation safe? walid phares, fox news national security analyst, is coming up next. ♪ step up to the stage here. feeling good about that?

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melissa: a missile defense to encounter growing threats and. >> we have been held back by imposed limits while foreign competitors grow, the strategy is one overriding objective to, detect and destroy every type of missile attack. the world is changing. we're going to change much faster than the rest of the world. melissa: joining us to discuss, walid phares, fox news national security analyst and foreign

affairs analyst. thank you for joining us. >> thank you, melissa. melissa: what do you think of the first emphasis? >> first of all using space for military is old. it started at the end of the cold war. it peeked with president reagan launching his initiative. after collapse of the cold war there was no need for the sides to continue. with strong leadership of china and definitely iran, united states and president trump made it clear to catch up with a huge technological advancement, these three powers, especially russia, since last may, when the russians showed as you technology, a missile that cannot be stopped by us, prompting the u.s. to respond. that is what the announcement is all about. melissa: i mean so this is in direct response, you would say, to what vladmir putin said and does that mean that we're in the midst of a new arms race?

>> sources inside government circles deal with that issue. nothing official, told me this is the actual response. when the russians showed us, in moscow last may, a missile that is hypersonic with all the technology is cops with, and there were statements made there is no american weapon that can stop it, it prompted our community, of course to inform the president and he decided to let them go, with all the money to be spent. melissa: do we believe the russians have this. enemy sass that they have things and wonder whether or not it is true? >> that is great question. a cold war a lot of psychological warfare, what we saw with our people is enough to prompt. we don't know what the russians have in addition to that. they don't know we may have already some of the response, some of the responses. >> this is against a backdrop of north korea's top nuclear negotiator. it is expected to arrive in d.c.

today, to meet with u.s. officials, maybe, mike pompeo, we don't know, for sure. i mean there has been a couple different versions of this. and then you have this announcement today, was this about that as well, with north korea? >> as well. multiinternational, melissa. the main answer to rush but hint of china which is developing very much but obviously to iran sending satellites not really satellites. they are missiles. obviously north korea. but north korea is engaging us in the hope that both of us we would de-escalate. melissa: walid phares. complicated stuff. thank you. >> thank you so much. connell: not ready for takeoff? the government shutdown causing certainly big headache for air traffic controllers. why these workers are sounding the alarm. ♪ to buy or sell? with fidelity's real-time analytics, you'll get clear, actionable alerts about potential investment opportunities in real time.

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melissa: as government shut down hits day 27, airport workers feeling the pressure.

air traffic controllers, tsa agents the like, long hours, extreme understaffing. fox news correspondent casey stiegel at dallas-fort worth airport with the story. casey? >> lines have really fluctuated all day right here at the nation's fourth busiest airport, dallas-ft. worth international. you can see right now on the signs back there, the general boarding wait time is under five minutes for tsa. there is a checkpoint just next store, a three minute walk. a board says 10 minute wait. all under 25 minutes what tsa considers normal. flight board not what you would typically see with event on this, or a lot of cancellations. tsa shortages at another busy, busy airport, bush intercontinental in houston. not enough staff keeping security checkpoint at terminal

b and passenger check-in areas closed for a fourth day. now another group is sounding the alarm. on the safety impact of this partial government shut down. the country's air traffic controllers. they too have been working without pay since december 22 m.d. but a rep from the national air traffic controllers's association tells us controllers are exhausted physically, mentally, working six days aweek more than 10 hours with no support staff. a single person can be responsible for talking to 30 airplanes at one time. he fears there could be accident, or planes would eventually have to be grounded. >> safety is not a partisan issue. we're caught in the middle of this. safety shouldn't be at risk because of it. in everybody agrees that this is one of the most stressful jobs in the world, then you don't pay the workers, take 30% of the people away, you introduced risk to that system. reporter: tsa, other federal workers rallied across the country at lax and vfw.

all not knowing when they will get their next paychecks. now that air traffic controller that we talked to, tells me some of his fellow operators are coming in at start of their shift so exhausted because they have been up all night driving ubers or lyfts trying to make ends meet to pay the bills. back to you. melissa: what a mess. casey stiegel, thank you. connell: what a mess. student debt meantime crippling the nation in many ways. now the federal reserve issuing a big economic warning. how it could impact you. that is next. from capital one. i earn unlimited 2% cash back on everything i buy. and last year, i earned $36,000 in cash back. which i used to offer health insurance to my employees. what's in your wallet?

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at customink.com. melissa: we have been watching netflix throughout the hour. we're finding that the company is changing the way it reports subscribers for the quarter. there was a lot of discrepancy

over this. of the netflix didn't disclose total number of new subscribers. disregarding that measurement in favor of just reporting the number of new paying subscribers 8.8 million. i don't know if that clears it up for everybody out there. we're all sorting through it. explains why we see the back and forth in the stock a lot of contusion about the estimate that happened there. connell: looks better than expected. that is strange. we will talk more about that but we also have this. millenials getting the short-shrift again. a new study out by federal reserve, linking ballooning student loan debt $1.5 trillion, to a drop in homeownership among young people. this will have massive consequences. they would be already having massive consequences for the u.s. economy. bring jack hough on that. kristen tate on that, author of, "how do i tax thee."

maybe well get a brief word on netflix. that report is now better than expected. the stock could easily turn higher. on the issue of student loan debt, we talk about all the time. what do you make of the theory now that there is numbers behind it from the federal reserve, these people straddled with so much debt are not buying homes. makes sense, right? >> absolutely. doesn't surprise me at all, total student loan debt in this country is more than $1.5 trillion. this is the largely the result of federal loans. the feds subsidize over 70% of all student aid. most students can qualify for as much federal aid as they need for tuition regardless of the price tag or earnings potential of the degree that they're seeking. so colleges can continue to increase their tuition with impunity. they know no matter what they charge students finance it with government money. as a result of that, we have seen 129% increase in tuition from 1988 to today.

connell: yes. >> students come out of school with tens of thousands of dollars with debt, not only can they not afford to buy houses, many can't afford rent. a record number of millenials living with their parents. connell: bringing up a lot of debate. as kristin said, loans driving up tuition and value of college degree. they did have the numbers, 22 to 2college degrees earning $42,000. high school diploma earning $28,000. work that with the debt and is it worth it argument? >> people who don't make it through college, who pay all that money. no question in my mind, a ton of people pay for college get very poor return on spending. don't mistake me saying don't go to college. that is tyranny. you have to go to college, but it's a losing proposition financially proposition. only answer we make something affordable, artificially puff up buy be power with cheap loans

and makes it less affordable. melissa: that is sew true. so true. connell: kristin, maybe you have a better suggestion how to solve? >> i think a lot of kids shouldn't go to college. school is good option. so many are encouraged to bury themselves in debt for degrees not good return on investment. my brother's best friend used government loans to get bachelors degree in archaeology. couldn't find a job getting out of college. he is living with his parents working retail to pay back loans. the kids are sold a bill of goods. they're told by the media. it is not their fault. it is capitalism's fault. this is reason we see big push towards socialism among millenials. this push to free college and student loan forgiveness. connell: that is another issue all together. talking about quickly, jack, bring up netflix, guys, for one more minute. it was a huge report tonight. that is why we're spending so much time on it.

it is confusing. melissa said they're reporting subscribers has changed. stocks only down. revenue when you said we were on originally was little light. wouldn't be surprises to turn this around quickly to see it higher. >> would not be surprised at all. what matters most, subscription ads, additions come in, maybe more than a million more than the street was expecting. so that is a good number. of revenue is not there yet, we know price hikes are coming. they know there will be more revenue down the road. this company isn't expected to generate free cash for another few years still. it is not like when it comes to the fine details of financials that wall street is playing bird box. they don't care. they want to see subscription growth. connell: well done, jack. kristin thanks for joining us. we appreciate it. melissa: store closings leaving a mall in california nearly empty. google has big ideas for the nearly empty space.

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>> expending the footprint southern california. google planning for space in the redeveloped los angeles shopping mall. hiller levon is live the very -- hillary vaugh is there live. >> are you clueless? because it was featured in the movie and it is googles next home in la. but it will look a lot different than what you are seeing which is 11 empty storefronts only 20 stores at 150 retail spots in a smaller open for business because most retailers nordstrom, macy's have left leaving it mostly empty but google has big plans for the 584,000 square-foot campus.signing a 14 year lease. with a moving date of 2022. following its $1 billion investment in a new york city campus which will come in 2020.

the chief investment officer says this will be the largest conversion of a mall to a creative office on the west coast. possibly, the country. >> i think you will see a lot of struggling malls. people are seeing what is the best use. i think for office and particular you have to be in the right location. really funny something that is an urban core which has unique opportunity because it is rare to find a mall in that location. the heart of la, transit oriented, that was available for this. reporter: we have some photos of what it would look like after it was completely renovated. a lot of indoor and outdoor space. right now we don't know how it will fit into the google family but a source familiar with this says youtube is a big player here in los angeles. melissa? >> i will mr. westside pavilion. i like this but, this is a common trend.

there was another big store turning into a government headquarters. so as the malls go away, you have to either blow them up or repurpose the space. >> you are not in clueless, were you? that's it for us today! thank you for joining us. "bulls & bears" starts now. >> breaking news, a surprise from netflix sending the stock into the red after hours. this is "bulls & bears" with more big headlines just coming out right now. i am david asman glad you can join us during today to discuss this and a lot more, christina, liz, gary and jonathan, netflix not bring in the kind of money last quarter that everybody was expecting. let's go straight to deirdre bolton in the newsroom. a lot of discussion about the numbers i have been coming out and revising the numbers. explain. >> yes. there were one print in particular that i would